Can I track the Expense approval with a budget from Xero?
Yes, such
approved Expenses will be tracked with a budget even if this budget was uploaded/synced from Xero to ApprovalMax after their full approval in ApprovalMax.
Budget Checking for requests on approval will consider requests that have been approved before the
budget got uploaded to ApprovalMax if these requests relate to the budget ( i.e. via Date/Tracking Category).
Related Articles
How does the approval of NetSuite Expense Reports work?
ApprovalMax enables multi-step approval workflows for NetSuite Expense Reports. This is how it works: Expense Reports are created in NetSuite in the Pending Approval status. ApprovalMax pulls these Expense Reports, including all relevant details. ...
Does ApprovalMax support Xero Expenses?
We currently do not support Xero Expenses as Xero has not released an API yet. However, setting up suppliers for employees works perfectly in this respect. The option of Xero Bill creation in ApprovalMax should provide a rather good flow for employee ...
What is the Budget Checking feature? (QuickBooks Online)
The Budget Checking feature makes sure that an Organisation does not overspend, i.e. does not spend more money than intended: Budgets are prepared in QuickBooks Online, and then synced to ApprovalMax where Bills, Purchase Orders and Expenses get ...
How does the Expense Creation and Approval workflow for QuickBooks Online work?
ApprovalMax enables the setup of multi-step approval workflows for Expenses. Users of Organisations connected to QuickBooks Online can create Expense requests directly in ApprovalMax. This is how the approval of Expenses created directly in ...
Can I pull Expenses from QuickBooks Online to ApprovalMax?
Yes, ApprovalMax supports pulling of existing Expenses from QuickBooks Online without going through the appropriate approval workflow in ApprovalMax. Besides, you can create your Expense requests directly in ApprovalMax or pull them from Dext, run ...